Plan Snapshot
- Plan Sponsor: Flatiron School LLC
- Sponsor EIN: 823126722
- Sponsor Address: 11 BROADWAY, 2ND FLOOR, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 106 | $7.6M | $0 | $964,644 |
| 2023 | 178 | $7.6M | $181,995 | $1.8M |
| 2022 | 349 | $5.5M | $173,594 | $2.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JESSON, OSLIN & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,510 | $2,556 | $5,954 | — | — |
| 2023 | $7,648 | — | $7,648 | — | — |
| 2022 | $6,067 | $1,193 | $4,874 | — | — |